Reports and Dashboards

Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data.

Get Started with Reports and Dashboards
Manage Reports and Dashboards in the Analytics Tab	Help Manage Reports and Dashboards in the Analytics Tab Browsing Analytics Home Use Navigation Breadcrumbs in Analytics Home Create Reports and Dashboards in Analytics Home Stay Organized with Collections Favorite Your Reports and Dashboards Share a Lightning Report or Dashboard Folder
Learn Reporting Concepts and Build Your First Report and Dashboard	Trailhead Reports and Dashboards (Lightning Experience) Reports and Dashboards (Salesforce Classic) Help Reports Basics Dashboards Basics Video Series: Get Started with Reports and Dashboards in Lightning Experience Series: Get Started with Reports and Dashboards in Salesforce Classic
Review Report and Dashboard Limitations	Help Reports and Dashboards Limits and Allocations Lightning Reports and Dashboards Technical Requirements

Get Started with Reports and Dashboards

Manage Reports and Dashboards in the Analytics Tab

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Learn Reporting Concepts and Build Your First Report and Dashboard

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Review Report and Dashboard Limitations

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Report on Your Data
Build Reports	Help Build a Report Video Build a Report (Lightning Experience) Getting Started with Buckets (Salesforce Classic) Building Matrix Reports (Salesforce Classic) Introducing Joined Reports in Salesforce (Salesforce Classic)
Filter Reports	Help Filter Reports by Values Filter Across Objects with Cross Filters Filter Reports with URL Parameters in Lightning Experience Video How to Use Cross Filters (Lightning Experience) Dynamically Filter Reports Using URL Parameters (Lightning Experience) Using Cross Filters in Reports (Salesforce Classic)
Share Reports and Report Data	Help Report and Dashboard Folders Video Manage Report and Dashboard Folders (Lightning Experience)
Subscribe to and Schedule Reports	Help Schedule and Subscribe to Reports Video Subscribe to Reports and Dashboards (Lightning Experience) Report Notifications (Salesforce Classic) Tips for Scheduling Reports (Salesforce Classic)
Work with Report Data in Other Tools	Help Salesforce Reports in Quip Export a Report
Analyze Report Data Using AI	Help Analyze Reports with Einstein Discovery for Reports
Troubleshoot Reports	Video Making Your Reports Run Faster (Salesforce Classic)

Share Insights with Dashboards
Build Dashboards	Help Build a Dashboard Edit and Customize Lightning Experience Dashboard Widgets Salesforce Classic Dashboards Control Dashboard Data Visibility Install the Preconfigured Sales Cloud Dashboards from AppExchange Video An Overview of Dashboards (Salesforce Classic)
Filter Dashboards	Help Filter a Dashboard
Subscribe to and Schedule Dashboards	Help Subscribe to or Schedule Dashboards Video Subscribe to Reports and Dashboards (Lightning Experience)
Share Dashboards	Help Report and Dashboard Folders Video Manage Report and Dashboard Folders (Lightning Experience)
Troubleshoot Dashboards	Help Why Doesn't My Dashboard Display the Data I Expect?

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